Jefferies Sees 42% Upside in AEHR as Company Pivots to AI Testing
Key reason: rapid shift to >90% AI revenue and exclusive position in high-power reliability testing for advanced chips.
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Backlog Boom Pushes Stifel to Upgrade Intuitive Machines to Buy
Backlog hits $1.76B (4.5x book-to-bill), implying ~48% upside despite Q2 miss.
Lumentum Beats Estimates, Hits Long-Term Target Early as Jefferies and Citi Reiterate $1,200 Buys
LITE reports robust Q4, lifts guidance, and reaches long-term model early.
BofA Downgrades Bending Spoons Over Limited Debt Capacity for M&A
BofA cuts Bending Spoons to Underperform, citing only $7B debt capacity vs $18B implied M&A.
Baird Upgrades First Solar to Outperform on Tariff Clarity, Sees Nearly 33% Upside
Baird upgraded First Solar to Outperform, raising its target to $318 as tariff clarity and strong solar demand boost the outlook.
Jefferies Downgrades Apple to Underperform After Cancelling 20th-Anniversary All-Glass iPhone
Apple scraps planned 20th-anniversary all-glass iPhone over production issues. Jefferies cuts rating and EPS estimates.